Non Printing Field In Estimates

Sean Cresswell
Sean Cresswell Member Posts: 16 Reckoner Reckoner
edited October 2024 in Accounts Hosted
Hi there,

Is it possible to assign a [item] entry as a non-printing field? [therefore also - not saved to PDF] ….sort of like NOTES, but in the context of the estimate. [possibly useful in purchase orders & works orders too]

Reason being, in the hand over from sales to our project managers, I want to add information & instructions, but not have these carry over into the invoice creation stage to then be accidentally sent out to the customer. [if by chance there is sensitive information contained]

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